Data / AI

RAG over filings & policies

Building retrieval pipelines over 10-Ks, ADV filings, and internal compliance manuals.

Market demand

35%

How under-taught it is

78%

Roles that need this skill

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Same name, different job

Same tool, different weight

How RAG over filings & policies reads across sectors — depth, orientation and the tools each side actually runs.

Wealth

Policy and product documents for advisors.

Asset

Filings, transcripts and broker research at scale.

How the work gets done

The same four lenses applied to every capability and role page.

2 operations

Data intake & account aggregation
annual
Tax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.
Tax-overlay analysis
annual
Plan-level tax projection identifies Roth conversion windows, TLH opportunities, bracket-fill strategies.

2 operations

1040 scan & entity extraction
annual
Drop the PDF return in; parsed lines, schedules, K-1s, and flagged opportunities come back in under a minute.
CPA handoff & client memo
annual
One-click client letter plus CPA-ready memo with citations to the relevant lines and proposed actions.

Features that use this skill

Recommended path

Step 1 · Free · play now
Are you ready for the agentic era?
A 5-question gut-check on whether you could brief an agent to do rag over filings & policies work. Local, instant score.
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Step 2 · Premium · full playbook
The full playbook (preview)
Checklists, real templates, and the failure modes that don't make it into courses. First 30% free.
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Step 3 · 1:1 · operator session
1:1 with an operator
30 minutes — case prompts, portfolio review, or interview prep tailored to this skill.
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Practice & explore

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